MACRO & CATALYSTS
🏛️ OIL DROPS, NVIDIA SMASHES, ETF OUTFLOWS CONTINUE
Iran Talks Progressing
US and Iran expected to hold new talks in Islamabad after late May. Trump says "final stage." Oil dropped below $100 (WTI -4.76%). Risk assets supported.
Nvidia Earnings
Record Q1 2027 revenue: $81.62B (+85% YoY). Net income: $58.3B (+211% YoY). AI infrastructure demand strong.
SpaceX IPO Filing
Ticker: SPCX. Holds 18,712 BTC ($1.4B+).
ETF Flows
BTC ETFs: -$70.5M (4th straight day)
ETH ETFs: -$28.1M (8th straight day)
HYPE ETFs: +$25.5M
CLARITY Act Watch
Senate vote is key catalyst. Pass → $82-85K BTC. Fail → $73-76K BTC.